How big is St. Clair Financial's plan?

St. Clair Financial's plan reported $2.7M in assets and 1 participants for 2024.

Original filing (PDF)20250727191848NAL0001645904001

St. Clair Financial

Name: St. Clair Financial — St. Clair Financial 401(k), Form 5500 (2024)
Creator: St. Clair Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

St. Clair Financial 401(k) Profit Sharing Plan

401(k) retirement plan · St. Clair Financial's St. Clair Financial 401(k) Profit Sharing Plan held $2.7M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Don St. Clair signed St. Clair Financial's 2024 Form 5500 as plan administrator.

Don St. Clair — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

St. Clair Financial's EIN is 94-3259675.

EIN 94-3259675

Plan number 001

Plan year 2024

ACK ID 20250727191848NAL0001645904001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for St. Clair Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

St. Clair Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ST. CLAIR FINANCIAL.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ST. CLAIR FINANCIAL

EIN

all filings

Address

2140 PROFESSIONAL DRIVE, SUITE 250 · ROSEVILLE, CA · 95661

Phone

(916) 780-1848

Industry

Finance & Insurance

Plan administrator